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Jerry Schuder

Sage Investment Advisers Llc

Assets Managed
$148.665M
Holdings
98
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
10.1%(2Q avg: 5.67%)
Sustained Growth
7 quarters

Portfolio positions

This chart displays the top 10 holdings in Sage Investment Advisers Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 98 positions.

Assets under management

The assets under management (AUM) of Sage Investment Advisers Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 7 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 148.665M in assets, with a quarterly growth rate of 10.1% and a 2-quarter average growth rate of 5.67%. The portfolio is managed by Jerry Schuder, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 3.84%
14.32%
$21.287M
30,994 shares@ $686.82 avg price
IAU
Ishares Gold Trust
Recent Activity
Increased 17.39%
4.82%
$7.153M
94,734 shares@ $75.51 avg price
VXUS
Vanguard Total Intl Stock
Recent Activity
Increased 11.16%
3.98%
$5.904M
69,056 shares@ $85.5 avg price
V
Visa Inc-class A Shares
Recent Activity
Decreased -1.84%
3.65%
$5.417M
15,787 shares@ $343.1 avg price
BSV
Vanguard Short-term Bond Etf
Recent Activity
Increased 34.17%
3.49%
$5.179M
66,468 shares@ $77.92 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 2.52%
2.83%
$4.2M
57,207 shares@ $73.41 avg price
IVE
Ishares S&p 500 Value Etf
Recent Activity
Increased 3.99%
2.79%
$4.143M
18,244 shares@ $227.07 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 0.36%
2.68%
$3.975M
12,143 shares@ $327.33 avg price
CVX
Chevron Corp
Recent Activity
Decreased -4.74%
2.58%
$3.827M
23,089 shares@ $165.77 avg price
IBM
Intl Business Machines Corp
Recent Activity
Decreased -0.84%
2.54%
$3.774M
13,419 shares@ $281.22 avg price

1-10 of 98